Ellevest vs Betterment

by George Windsor Updated: January 22, 2018 Robo-Advisor


Review	Ellevest Review	Betterment Review
Overall Rating	1 2 3 4 5	1 2 3 4 5
Management Fees Annually	Emergency Funds: 0.0% Digital: 0.25% Premium: 0.50% Private Wealth Management: 0.90%	Digital: 0.25% Premium: 0.40%
Fund Fees	0.06% → 0.16%	0.09% → 0.17%
Account Types	Taxable, Traditional IRA, Roth IRA, 401(k), 403(b)	Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint, Non-profit
529 Guidance	❌	✅
Chartered Financial Professionals	✅	✅
Automatic Tax Loss Harvesting	❌	✅
Tax Coordinated Strategy	✅	✅
Tax Minimization Method	✅	N/A
Automatic Portfolio Rebalancing	✅	✅
Private Wealth Management	✅	❌
Socially Responsible/Values Based Investing	✅	✅
Supports Charitable Donations	❌	✅
Account Minimum	Digital: $0 Premium: $50,000 Private Wealth Management: $1,000,000	Digital: $0 Premium: $100,000
Fractional Shares	❌	✅
Retirement Planning Tools	✅	✅
Support Real Estate Investments	❌	❌
Investment Method	Based on capacity for risk	Based on risk tolerance
Portfolio holdings	ETFs, Mutual Funds, Individual Debt Instruments, Individual Equities, Closed-end Funds, Partnerships, Private & Illiquid Investments	ETFs
Technology	Web-based, iOS & Android	Web-based, iOS & Android
Gender Focus	Primarily Female	Male & Female
Security	Two-factor authentication, 256-bit SSL	Two-factor authentication, 256-bit SSL
Customer Service	Phone, Email	Phone, Email, Live Chat
User Experience	Very Good	Excellent
Promotions	N/A	Up to 1 Year Free

The Top Five 5G Stocks Every Investor Should Consider in 2020

With the 5G boom comes a potential $12 trillion opportunity. Not only will 5G have an unrivaled impact on society, it'll impact healthcare and transportation to defense, banking, you name it. Even cash flowing into the opportunity is staggering. The U.S. committed up to $400 million to 5G over the last three years. Here are the top five ways to trade the boom.

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